Why Choose This Strategy?
- To be part of a core equity allocation that provides diversified exposure to U.S. equities within a defined risk budget.
- To help improve the overall sustainability profile of a portfolio and alignment with the transition to a low carbon economy.
- To contribute to climate change mitigation by investing in companies developing low carbon and carbon efficient solutions.
- To benefit from Mirova’s financial and ESG expertise.
- A well-diversified core US equity portfolio of 120-130 stocks aiming to have a high positive climate impact (through the reduction in induced carbon emissions and increase in saved carbon emissions compared to the S&P 500®) while outperforming the S&P 500® within a defined risk budget.
- The managers implement a proprietary quantitative, rules-based approach in constructing the portfolio, integrating considerations such as risk characteristics relative to the S&P 500®, ESG criteria, fundamental views on “climate stocks” and the team’s risk factor views.
- The team actively manages a portion of the portfolio invested in “climate stocks” which increase exposure to green assets through stock picking with strong fundamentals and financial quality.
- Leverages Mirova’s in-house sustainability research and its highly innovative carbon footprint methodology integrating life cycle impacts and avoided emissions.
Aims to outperform the S&P 500® Index within a defined risk budget by targeting exposure to companies providing low carbon and carbon efficient solutions.
|Joined the Firm||Began Investment Career|
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